Client Experience Timeline
What You Can Expect
We do more than just record numbers—we analyze them to help your practice uncover opportunities, minimize tax burdens, and set you up long-term success. Through our comprehensive client experience timeline, we ensure that no matter where your practice is in its journey, you have the guidance needed to make decisions that lead to sustainable growth.
Client Experience Timeline
Monthly
Financial Health Check-Ups
- Gain clarity on your financial health with timely financial reports
- Uncover hidden opportunities to increase profitability with an in-depth financial analysis
- Ensure steady cash flow by assessing feasibility and planning ahead
- Track Profits & Overhead Benchmarks with our Fathom Financial Pulse Reports
Q1 & Q2
Stress-Free Tax Season
- Enter tax season stress-free with our streamlined document collection process & cutting edge technology
- Ensure smooth operations by streamlining account procedures
- Ensure smooth operations by streamlining account procedures.
- Fast communication and filings done on time! When we handle your bookkeeping and receive documents on time, we promise timely filings by the deadline!
Q3
Q4
Level-Up Your Practice Management Skills
Q3
- Keep your finances in check with a custom Mid-Year Practice Analysis Report.
- Reduce tax surprises with strategic mid-year tax planning
- Stay compliant & avoid last-minute stress by preparing for personal property taxes
- Gain expert knowledge through planning meetings and CDE programs designed to drive practice growth & financial success
Q4
- Maximize savings before the year ends with expert year-end tax planning.
- Protect your earnings with customized tax strategies that align with your goals.
- Stay compliant and stress-free with accurate sales tax return preparation (if required).
- Minimize tax liabilities with proactive tax planning tailored to your practice
Important Dates (Yearly)
MAR 15
Business Tax Deadline
Partnership 1065
S-Corporation 1120s
APR 15
Personal Tax Deadline
C-Corporation
Personal 1040
SEP 15
Final Tax Deadline
Partnership 1065
S-Corporation 1120s
OCT 15
Final Personal Tax Deadline
C-Corporation 1120
Personal 1040